Firm
Rock Financial Planning
Arvada, Colorado
Fee-only
Facts
| Based in | Arvada, Colorado |
|---|---|
| Website | rockplanning.com |
| Phone | (720) 798-2098 |
Rock Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,400 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"Annual retainer (billed monthly) starts at $2400" source
"1% of assets for the first $1,000,000" source
"Annual retainer (billed monthly) starts at $2400" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 7 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 304615 |